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Choice Financial Advisors Pty ltd

AFS License Number
324987
Name
Choice Financial Advisors Pty ltd
ABN/ACN/ARBN
83086835832
Licensee issued
June 3, 2008
Address
South Melbourne, 3205, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Amy Kathleen Murphy2012Bachelor of Commerce (Finance/ Financial Planning) - Deakin University Burwood Campus
 Andrew Peter Watson2016Batchelor of Commerce - Accounting and Financial Planning - Deakin University ~ Chartered Accountants Program - chartered Accountants ANZ
 Angus Tyers2018Accountants Financial Planning - Kaplan ~ Accountants Financial Planning - Kaplan ~ Graduate Diploma (CA) - Chartered Accountants ~ Graduate Diploma (CA) - Chartered Accountants ~ Insurance And Risk Protection - Kaplan ~ Insurance And Risk Protection - Kaplan
 David Manwaring2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Fatuma Akalo2009Bachelor of Business (Economic & Finance) - RMIT University ~ Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology ~ Master of Applied Finance - Kaplan Professional ~ Masters of Applied Finance (Wealth Management) - Kaplan
 Hamish Clark2015Bachelor of Business (Financial Planning) - La Trobe University ~ Bachelor of Business (Financial Planning) - La Trobe University ~ Diploma of Commerce - Melbourne Institute of Business & Technology (MIBT) ~ Diploma of Commerce - Melbourne Institute of Business & Technology (MIBT)
 James Ian Taylor2000B.Business - RMIT ~ Certified Financial Planner - The Financial Planning Association of Australia ~ GradDip Financial Planning - FINSIA
 Luke Mcnamara2017Adv.Dip FP - Kaplan ~ Code of Professional Conduct - Kaplan ~ Diploma of Financial Planning - Kaplan Professional
 Marc Rummel2008Certificate IV Mortgage Brokering - AAMC ~ Diploma of Financial Planning - Investment Banking Institute ~ RG146 - Kaplan
 Shaun Andrew Guzzo2013Bachelor of Business - RMIT University ~ Bachelor of Business - RMIT University ~ Ethics & Professionalism in Financial Planning - Kaplan ~ Ethics & Professionalism in Financial Planning - Kaplan
 William Peter Phillips2018Bachelor of Business (Banking & Finance) - Victoria University ~ Dip FP - Australis Institute
 Wilson Chen2017Diploma of Financial Planning - Kaplan